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IFA

Stellar Select
Posted 12 hours ago, valid for 5 days
Location

Manchester, Greater Manchester M24WU, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • The position of Independent Financial Adviser is available in Manchester, offering a self-employed salary structure that is negotiable based on experience, with opportunities for equity in the business.
  • Candidates should have a minimum of 3 years of experience in financial services or financial planning and must hold a Level 4 Diploma with current CAS status.
  • The role involves providing holistic financial advice, leading a portfolio review, and contributing to the firm's growth through client relationship development.
  • This is an opportunity for both self-employed advisers seeking better infrastructure and employed advisers looking to take on more ownership.
  • The working hours are Monday to Friday from 9 am to 5:30 pm, with the flexibility of 1-2 days working from home.

Job Title: Independent Financial Adviser

Location: Manchester 1-2 days WFH

Salary: Self-employed but open to employed positions - salary negotiable based on experience with potential shares in the business

Hours: Monday to Friday 9 am to 5.30 pm

About the position of Independent Financial Adviser:

We're looking for an experienced, ambitious Independent Financial Adviser to join a growing firm based in Salford. With 3 million currently under management on the wealth side and a portfolio coming up for review shortly, this is a pivotal moment - and we need someone capable of managing that review process and helping shape the next stage of growth.

This is a rare opportunity to join a well-supported business at a crucial point in its development. Whether you're already self-employed and looking for better infrastructure, or you're an employed adviser ready to take more ownership - we want to hear from you.

What's on offer:

  • Self-employed 50/50 revenue split .
  • Bring your own clients? Enjoy a generous 75/25 split for transferring existing business.
  • Employed option available for advisers bringing assets or a transferable client base.
  • Equity/share options available - become a true stakeholder in the business.
  • Scope to build the team

Responsibilities required for the role of Independent Financial Adviser:

  • Provide holistic financial advice across pensions, investments, protection, and estate planning.
  • Lead the upcoming portfolio review and manage this process to ensure optimal outcomes for clients.
  • Help grow the firm's client base through new business and relationship development.
  • Collaborate closely with the support team to ensure high standards of service and compliance.
  • Contribute to the ongoing development and efficiency of the firm's operations and client processes.

Experience required for the role of Independent Financial Adviser:

  • Level 4 Diploma qualified (minimum) with current CAS status.
  • A proven background in financial advice with a solid understanding of compliance and FCA standards.
  • Strong relationship builder, confident in growing and maintaining client trust.
  • Ideally 3+ years' experience in financial services or financial planning.
  • A self-starter who thrives in a flexible, entrepreneurial environment.
  • Experience within a network or directly authorised environment preferred.

For more information regarding the role of Independent Financial Adviser please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.